AgencySmart Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Use a dashboard to view benefits that are selected by employees or offered by employers

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

Automates core HR functions such as talent management, employee evaluation and learning management

Managing service requests, incidents, IT issues & support with a ticketing system

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

Store, manage, and track all electronic documents in a centralized location

Create, share, and manage the distribution of job descriptions/duties

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Creation, administration, and evaluation of assessments or tests

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Addition of necessary external data, applications, tools, or features

Create and manage internal campaigns to improve company culture or business strategy.

Create, design and manage workflows for repetitive tasks

Enable students, customers or employees to engage with each other in a particular space online or offline

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage advertising space and its sales within your network or publication

Track, manage and store the applications of potential future members, customers or candidates

Manage, store and organize emails within the system or via third-party apps

Manage and track all job information and associated tasks

Track products that are for sale at a reduced price or part of coupon promotions

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee schedules, availability, and performance across projects and tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Catalog, manage, and develop employee skill sets

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage adherence to policies for any service, product, process, or supplier

Create, share, and manage the distribution of job descriptions/duties

Create, share, and manage the distribution of job descriptions/duties

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Set up connections to third-party platforms to improve business processes

Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

Track the amount of time spent on a job or task

Manage employee salary processes, data, taxes, and records administration efficiently

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Determine what amounts employees should contribute towards their benefits from each paycheck

Track employee/learner's progression through training programs

Track employee schedules, availability, and performance across projects and tasks

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Automates core HR functions such as talent management, employee evaluation and learning management

Create, design and manage workflows for repetitive tasks

Manage attendance for classes, shifts, meetings, or events

Set up and manage retirement benefits for your employees

System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers

Select benefits and provide information needed to participate in a benefit via an online portal

Online portal where employees can access and track their own information

Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.

Enables users to view and transact business with the same content in multiple languages and currencies.

Is accessible from a mobile device and by users on the go.

Tracking and reporting various financials

Storing and organizing client contact information

Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

Organizing sales representatives' pipelines and tracking the sales process

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Processing credit card and bank payments

Accessing and sending emails via the platform

Assigning tasks to employees in order to organize and track productivity

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Tracking, calculating, and paying commissions and earnings to employees

Manage, store and organize emails within the system or via third-party apps

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Store, manage and track all forms in a centralized location

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Organizing and processing customers' insurance claims

Create, administer and manage insurance policies for various customers and insurance lines

Creating and organizing insurance invoices and payment receipts

Sending electronic documents to clients to sign and return electronically

Manage contact details and communication with clients

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Find important content or files using keywords, metadata, tags, etc.

Has a centralized dashboard for users to interact with

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Provides useful pre-defined data connections to important external systems and applications.

Provides a cloud based version of the platform

Contains built-in payment processing capabilities or integrates with payment processing software

Private online space that lets businesses securely share documents and provide information access to clients

Automates some or all operation related tasks

Assigning tasks to employees in order to organize and track productivity

Accessing and sending emails via the platform

Organizing sales representatives' pipelines and tracking the sales process

Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

Tracking and reporting various financials

Storing and organizing client contact information

Provides analytics tools that reveal important business metrics and track progress.

Active reporting of data and metrics

Sending electronic documents to clients to sign and return electronically

Creating and organizing insurance invoices and payment receipts

Maintaining policy and customer information

Organizing and processing customers' insurance claims

Use AI to generate content in the form of text, images, videos, etc.

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A record of all activities within the system, including user access, changes made, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Calculate employees' commissions based on certain rules

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Pre-designed layouts that can be customized to match preferences and requirements

Add customized logos and colors to align with company branding

Store and organize documents in a centralized system

Configure existing workflows to meet your organization's needs

Businesses operating within the life and health insurance sectors

Observe and track the demand, usage, progress or quality of a system, product, or user

Track the status over time for a request, process, asset, or transaction

Customize contracts and forms to collect specific information

Use AI to generate content in the form of text, images, videos, etc.

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Online portal through which end users can access the system, manage tasks, or obtain information

Timed notification for any upcoming task, deadline, appointment, or activity

Alter the layout and content of reports

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Customize data fields to support various needs and use cases

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Create and send email blasts/campaigns

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A record of all activities within the system, including user access, changes made, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Calculate employees' commissions based on certain rules

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Pre-designed layouts that can be customized to match preferences and requirements

Add customized logos and colors to align with company branding

Store and organize documents in a centralized system

Specialized for companies in property and casualty (P&C) insurance sector

Configure existing workflows to meet your organization's needs

Businesses operating within the life and health insurance sectors

Observe and track the demand, usage, progress or quality of a system, product, or user

Track the status over time for a request, process, asset, or transaction

Customize contracts and forms to collect specific information

Use AI to generate content in the form of text, images, videos, etc.

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Online portal through which end users can access the system, manage tasks, or obtain information

Timed notification for any upcoming task, deadline, appointment, or activity

Alter the layout and content of reports

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Customize data fields to support various needs and use cases

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Initiate collection and analysis of known risks

Create and send email blasts/campaigns

Collect data and compile reports to stay in compliance with Affordable Care Act requirements

Active reporting of data and metrics

Request, track, and manage time off requests and vacation time

Compliant with HIPAA, which sets standards for sensitive patient data protection

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and track employee attendance

Manage mandated benefit continuation for employees who no longer work for the company for a limited time period

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Import and export data to and from software applications

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools that allow employees to request/schedule time off

Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks

Configure existing workflows to meet your organization's needs

Track and manage sick leave time

Set up and manage life insurance benefits for your employees

Set up and manage health insurance benefits for employees

Delegate benefits administration to third party vendors

Set up and manage short and/or long term disability insurance benefits

Track the attendance of specific individuals or groups

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Alter the layout and content of reports

Track employee time off under the family and medical leave act (FMLA)

Store and organize documents in a centralized system

Process of familiarizing new employees with the company, their position, and responsibilities

Set up and manage health savings and flexible spending accounts for your employees

View and track pertinent metrics to find patterns and gain insights from data